Available after your initial 1 or 2 year partnership commitment.
Once your finances are dialed in, you’re ready for maintenance mode. For $180/mo., you get the following:
- One annual 1-on-1 check in meeting
- Reserve access to a powerful suite of financial planning, investing, and cash flow tools
- Leave your documents in my secure cloud storage
- Daily, weekly, or quarterly progress reports (your choice of frequency)
- Tax season priority and a $150 discount on your taxes
- Priority registration for Happy Hour on Thursdays
- 1-on-1 consultations at $375/hr
Remain on your partnership-level monthly plan if you would like ongoing guidance, free on-demand consultations, quarterly meetings, and proactive investment monitoring.
*Prices updated yearly